Get more for your old 401(k) starting now. More help. More choices. More control. Roll over your savings to a Fidelity IRA. Fidelity Investments

The benefits of a Fidelity Rollover IRA

Free Help from Rollover Specialists
  • Rollover Specialists will walk you through the rollover process
  • They'll answer your questions and help you with the paperwork, including contacting your old employer
Free 1:1 Guidance
  • Free, 24/7 access1 to experienced investment professionals
  • Free planning and research tools to help you review your strategy
Low Cost
  • No account opening fees or annual account fees2
  • $7.95 stock trades -- lower than Schwab, TD Ameritrade, and E*Trade2
  • 30 commission-free iShares ETFs3
  • Over 1,400 no-load and no-transaction-fee funds, from Fidelity and other companies4
Lots of Investment Options
  • 5-star rating for mutual funds and investment products -- SmartMoney, 20115
  • Choose from a wide range of mutual funds, stocks, fixed income, bonds, and other investments
  • Allow us to invest for you with a Fidelity managed account
Tax Advantages
  • Growth potential with tax-deferred earnings
  • Annual contributions may be tax-deductible
Control of Your Money
  • Freedom from restrictions your old 401(k), 403(b) or other retirement plan may impose
  • The big picture is easier to track when you consolidate multiple accounts
  • Penalty-free withdrawals for a first time home purchase or qualified education expenses

Invest with the company rated #1

  • #1 IRA Provider6
  • #1 for long-term investing -- Barron's 20117
  • #1 Online Broker, 2 years running -- Kiplinger's 20118
  • #1 Discount Broker -- SmartMoney 20115
Start Your Rollover Now
Or call a Rollover Specialist at

800-343-3548

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